ASK

Help Studio
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1

How can I fill out CRM forms with PDFs that I receive? I’m working on a project where I have to fill out CRM forms (Monday) based on a PDF format and then move the already registered PDFs to another folder.

2

@Miguel_Pineda

You can follow below approach:

  1. Set up the environment:
  • Install necessary UiPath packages like UiPath.PDF.Activities.
  • Make sure you have access to the CRM application and that the PDF forms are accessible.
  1. Extract data from the PDF:
  • Use the “Read PDF with OCR” activity to read the PDF file and extract the data.
  • You can then use “Extract Text” activity to pinpoint specific data points within the extracted text.
  • Consider using Regex or other text manipulation techniques to refine the extracted data.
  1. Fill out the CRM form:
  • Use the “Use Application/Browser” activity to interact with the CRM application.
  • Locate the appropriate fields within the CRM form using UiPath’s visual inspection tools.
  • Use activities like “Write Text” or “Type Text” to populate the CRM form fields with the extracted data from the PDF.

It’s generated by LLM but verified by me.

Regards
Sonali

1 Like
3

@Miguel_Pineda

This is a use case for clipboard AI

If your org has access to clipboard AI feature then please try the same then it would be done in minutes

Else you can as well follow to read the data feom pdf using psf activities then indicate each field you need and write the data using ui activities to crm

Both the ways would work..with advancement the first method is more efficient

If you need unattended then method 2 would work..evwn in that you have a fill form activity which works dynamically to fill the data

Cheers

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